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Rollins Financial Advisors, LLC: SPHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rollins Financial Advisors, LLC on SPHQ, newest first. How the timeline and the estimate are built.

Rollins Financial Advisors, LLC held 304,049 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 304,049 shares
    Change vs previous 13F +11,641 shares

    3.61% of the 13F portfolio, value $27,394,806.

    13F-HR 0001765380-26-000270 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 292,408 shares
    Change vs previous 13F +23,475 shares

    3.48% of the 13F portfolio, value $21,986,121.

    13F-HR 0001765380-26-000159 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 268,933 shares
    Change vs previous 13F +10,715 shares

    2.96% of the 13F portfolio, value $20,183,404.

    13F-HR 0001884018-26-000001 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 258,218 shares
    Change vs previous 13F -4,109 shares

    2.86% of the 13F portfolio, value $18,924,832.

    13F-HR 0001765380-25-000462 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 262,327 shares
    Change vs previous 13F +9,146 shares

    2.98% of the 13F portfolio, value $18,693,405.

    13F-HR 0001765380-25-000307 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 253,181 shares
    Change vs previous 13F +16,500 shares

    2.93% of the 13F portfolio, value $16,796,013.

    13F-HR/A 0001765380-25-000236 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 236,681 shares
    Change vs previous 13F +47,937 shares

    2.48% of the 13F portfolio, value $15,864,752.

    13F-HR 0001765380-25-000096 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 188,744 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $12,696,795.

    13F-HR 0001765380-24-000448 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).